Wolverine Trading’s Helen of Troy HELE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $567K | Buy |
20,012
+13,460
| +205% | +$381K | ﹤0.01% | 606 |
|
|
2025
Q1 | $354K | Buy |
+6,552
| New | +$354K | ﹤0.01% | 813 |
|
|
2024
Q4 | – | Sell |
-4,544
| Closed | -$280K | – | 1912 |
|
|
2024
Q3 | $280K | Buy |
+4,544
| New | +$280K | ﹤0.01% | 923 |
|
|
2024
Q2 | – | Sell |
-1,958
| Closed | -$226K | – | 1670 |
|
|
2024
Q1 | $226K | Buy |
+1,958
| New | +$226K | ﹤0.01% | 904 |
|
|
2023
Q3 | – | Sell |
-28,337
| Closed | -$3.04M | – | 1610 |
|
|
2023
Q2 | $3.04M | Buy |
+28,337
| New | +$3.04M | ﹤0.01% | 163 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 1533 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 1492 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 1685 |
|
|
2022
Q1 | – | Sell |
-1,674
| Closed | -$407K | – | 1983 |
|
|
2021
Q4 | $407K | Sell |
1,674
-651
| -28% | -$158K | ﹤0.01% | 958 |
|
|
2021
Q3 | $534K | Buy |
2,325
+572
| +33% | +$131K | ﹤0.01% | 959 |
|
|
2021
Q2 | $399K | Buy |
+1,753
| New | +$399K | ﹤0.01% | 1079 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 2104 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 1747 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 1572 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 1607 |
|
|
2020
Q1 | – | Sell |
-3,595
| Closed | -$648K | – | 1622 |
|
|
2019
Q4 | $648K | Buy |
+3,595
| New | +$648K | ﹤0.01% | 792 |
|
|
2018
Q3 | – | Sell |
-2,714
| Closed | -$236K | – | 1821 |
|
|
2018
Q2 | $236K | Hold |
2,714
| – | – | ﹤0.01% | 1043 |
|
|
2018
Q1 | $236K | Buy |
+2,714
| New | +$236K | ﹤0.01% | 1043 |
|
|
2017
Q3 | – | Hold |
0
| – | – | – | 1553 |
|
|
2017
Q2 | – | Hold |
0
| – | – | – | 1553 |
|
|
2017
Q1 | – | Hold |
0
| – | – | – | 1556 |
|
|
2016
Q4 | – | Hold |
0
| – | – | – | 1525 |
|
|
2016
Q3 | – | Hold |
0
| – | – | – | 1480 |
|